Unclaimed
Jennifer Wernsing is a financial advisor who has been working in the industry since 2012. Jennifer is currently registered with THE Ameriflex Group and is licensed in Colorado as a both a Registered Representative (Series 63) and an Investment Advisor Representative (Series 65). Prior to her current role, Jennifer worked for PRUCO SECURITIES, LLC. and TRANSAMERICA FINANCIAL ADVISORS, INC.. Jennifer has a strong background in financial services and has a proven track record of success. Jennifer is dedicated to providing her clients with the highest level of service and helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
04/02/2024 - Present
THE Ameriflex Group (Greenwood Village CO)
CO
05/05/2015 - 04/11/2024
PRUCO SECURITIES, LLC. (Greenwood Village CO)
CO
01/06/2012 - 04/30/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (CENTENNIAL CO)
CO
03/14/2011 - 01/06/2012
WORLD GROUP SECURITIES, INC. (CENTENNIAL CO)
BC
Issued 01/06/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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